AdvisorOS Directory
Claim Profile
SS

Steven Chester Stocker

INVESTMENT PARTNERS LTD·NEW PHILADELPHIA, Ohio
Unclaimed Profile
419 W HIGH AVE, NEW PHILADELPHIA, OH 44663CRD# 2102541Firm CRD# 108913
01

About

Steven Chester Stocker is a registered financial advisor based in NEW PHILADELPHIA, Ohio, affiliated with INVESTMENT PARTNERS LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INVESTMENT PARTNERS LTD
INVESTMENT PARTNERS LTD
AUM
$646M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at INVESTMENT PARTNERS LTD →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2102541
Firm CRD# 108913
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW PHILADELPHIA?

Browse all registered financial advisors in NEW PHILADELPHIA, Ohio or claim this profile if it's yours.

Browse NEW PHILADELPHIA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Steven Chester Stocker offer?
Steven Chester Stocker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW PHILADELPHIA, Ohio for a consultation.
What are Steven Chester Stocker's credentials?
Steven Chester Stocker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Chester Stocker located?
Steven Chester Stocker is based in NEW PHILADELPHIA, Ohio, working with INVESTMENT PARTNERS LTD. Their office serves clients in the NEW PHILADELPHIA metropolitan area and surrounding communities.
How does Steven Chester Stocker charge for services?
Steven Chester Stocker's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT PARTNERS LTD?
INVESTMENT PARTNERS LTD has approximately 20 employees and manages $646M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEW PHILADELPHIA
Matthew William Campbell — INVESTMENT PARTNERS LTDDouglas Gray Bambeck — INVESTMENT PARTNERS LTDDouglas Alan Feller — INVESTMENT PARTNERS LTDChris Bennett Hensel — INVESTMENT PARTNERS LTDDarren Christopher Brooks — INVESTMENT PARTNERS LTD
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile